See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,993 | $56,199-71.5% | $67,652-76.4% | $59,632-73.2% |
| Participation rate | 97.3% | 71.5%+25.8pp | 75.7%+21.6pp | 68.7%+28.6pp |
| Annual return | -2.21% | 18505.31%-18507.5pp | 6625.04%-6627.3pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $2,760 | $1,614+71.0% | $2,266+21.8% | $2,203+25.3% |
| Participant deferral / active EE | $941 | $2,844-66.9% | $3,560-73.6% | $3,192-70.5% |
| Admin fee / account holder | $2,092 | $3,958-47.1% | $4,821-56.6% | $4,297-51.3% |